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iShares ESG Aware MSCI USA Small-Cap ETF
ESML
ESML
30 hedge funds and large institutions have $48.2M invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
545% more capital invested
Capital invested by funds: $7.47M → $48.2M (+$40.7M)
450% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 2
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
73.75% more ownership
Funds ownership: 65.96% → 139.71% (+74%)
36% more funds holding
Funds holding: 22 → 30 (+8)
Holders
30
Holders Change
+8
Holders Change %
+36.36%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
11
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$20.4M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$2.62M |
| 3 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$1.44M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1M |
| 5 |
Goldman Sachs
New York
|
+$838K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFO
26
Tarbox Family Office
Newport Beach,
California
| $20K | – | – | – |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $5K | +$5.13K | +200 | New |
|
|
LFG
28
LifePlan Financial Group
Dayton,
Ohio
| $3K | +$2.79K | +109 | New |
|
|
RCAG
29
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1.53K | +$1.49K | +58 | New |
|
|
AOWM
30
Alpha Omega Wealth Management
Richmond,
Virginia
| $1K | +$513 | +20 | New |
|
|
TAM
31
Trillium Asset Management
Boston,
Massachusetts
| – | -$374K | -16,500 | Closed |
|
|
RCS
32
Retirement Capital Strategies
San Jose,
California
| – | -$361K | -15,926 | Closed |
|
33
UBS Group
Zurich,
Switzerland
| – | -$17K | -754 | Closed |
|
|
AIC
34
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$7K | -301 | Closed |
|